
Palesa Mlangeni
Sales Assistant

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About me
Financial Advisor at Liberty Group South Africa | Bachelor of Commerce in Accounting at Wits University
Education

The Beacon Secondary
2013 - 2017Matric SciencesActivities and Societies: Representative Council of Learners (RCL) Part of the Representative Council of Learners (RCL) in 2014, 2016 to 2017. Served as the voice of the student body, advocated for the rights and interests of students, organized social events, helped to promote and maintain discipline at school.

University of the Witwatersrand
-Bachelor of Commerce - BCom Accounting and FinanceRelevant Courses Completed: Accounting, Management Accounting & Finance, Auditing, Taxation, Business Statistics, Computational Mathematics, Information Systems, Commercial Law, Mercantile Law(Distinction), Business Transactional Law, Consumer Behaviour(Distinction), Macroeconomics, Microeconomics & Principles of Marketing
Experience

Tekkie Town
Nov 2018 - Jan 2019Sales AssistantProvided customers with information about products that were being sold, managed transactions at the cash register, assisted customers to shop for products they wanted to purchase, stock counting and sorting out packages.

Tekkie Town
Nov 2019 - Jan 2020Sales AssistantProvided customers with information about products that were being sold, managed transactions at the cash register, assisted customers to shop for products they wanted to purchase, stock counting and sorting out packages.

Liberty Group South Africa
Apr 2023 - nowFinancial AdvisorMy major responsibilities are to identify and assess clients' financial needs, build a rapport to prepare a financial needs analysis report that meets each individual client's specific need and financial goals. Then offer a strategic advice on which investments, insurance and estate planning products or services they will require to reach their personalized goals. Prepare wills and trusts, plan and manage a client’s investment funds. Guide clients towards profitable and secure financial decisions, cultivate client relationships, and stay updated on industry trends. And also service already existing clients by upselling or cross-selling a product they need. Show less
Licenses & Certifications
- View certificate

Class of Business: Pension Funds
Integrity AcademyNov 2023 - View certificate

Class of Business: Basic and Collective Investments
Integrity AcademyDec 2023 - View certificate

Class of Business: Long-Term Insurance
Integrity AcademyOct 2023 - View certificate

Financial Markets (with Honors)
Yale University | CourseraApr 2024
Honors & Awards
- Awarded to Palesa MlangeniRisk Business Prize - Jun 2024 Acknowledged for analysing, assessing and reporting risk business cases at Libridge Agency Monthly Sales Day and won a prize.
Volunteer Experience
Volunteer
Issued by Christian Revival Church on Dec 2022
Associated with Palesa Mlangeni
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